Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47510.52 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46112.93 Kr¶
PnL: ---------------------------------------> -775.64 Kr¶
DD now: ---------------------------------> -2.302 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 15:58:37.648188'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.320000 | 3120.000000 | 193.000000 | 6.590000 | 2927.000000 |
| HEBA B | 70 | 0.880000 | 2796.500000 | 160.500000 | 6.090000 | 2636.000010 |
| HMS Networks | 2 | -0.810000 | 784.400000 | 111.400000 | 16.550000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.680000 | 3507.260000 | 53.260000 | 1.540000 | 3453.999992 |
| SAAB B | 8 | -0.510000 | 3425.600000 | 48.600000 | 1.440000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.130000 | 402.000000 | 47.000000 | 13.240000 | 355.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Resurs Holding | 22 | 2.520000 | 608.740000 | 34.740000 | 6.050000 | 573.999998 |
| Corem Property Group B | 59 | 0.690000 | 602.980000 | 25.980000 | 4.500000 | 576.999999 |
| Swedbank A | 3 | 1.950000 | 587.100000 | 23.100000 | 4.100000 | 564.000000 |
| AcadeMedia | 12 | 0.250000 | 580.080000 | 23.080000 | 4.140000 | 557.000004 |
| Boozt | 12 | 0.290000 | 1676.400000 | 22.400000 | 1.350000 | 1653.999996 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Intrum | 4 | -0.220000 | 543.600000 | 16.600000 | 3.150000 | 527.000000 |
| Securitas B | 6 | 1.520000 | 584.880000 | 14.880000 | 2.610000 | 570.000000 |
| Eastnine | 4 | 0.160000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Norva24 Group | 16 | -0.170000 | 552.960000 | 9.960000 | 1.830000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.920000 | 253.920000 | 7.920000 | 3.220000 | 246.000000 |
| Creaspac SPAC | 6 | 0.310000 | 582.600000 | 5.600000 | 0.970000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.300000 | 537.200000 | 5.200000 | 0.980000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.460000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.090000 | 540.500000 | -5.500000 | -1.010000 | 546.000000 |
| Midsona B | 63 | -0.330000 | 566.370000 | -16.630000 | -2.850000 | 582.999984 |
| International Petroleum Corp. | 5 | 3.800000 | 573.000000 | -21.570000 | -3.630000 | 594.565215 |
| CTEK | 13 | -3.970000 | 509.600000 | -24.400000 | -4.570000 | 533.999999 |
| Essity B | 2 | -2.330000 | 536.400000 | -37.600000 | -6.550000 | 574.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Essity A | 4 | -2.000000 | 1076.000000 | -73.000000 | -6.350000 | 1149.000000 |
| Sampo Oyj SDB | 7 | 0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 2.130000 | 3689.000000 | -122.000000 | -3.200000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.560000 | 2818.400000 | -152.600000 | -5.140000 | 2971.000006 |
| OX2 | 18 | 1.840000 | 1444.500000 | -219.500000 | -13.190000 | 1663.999992 |
| Axfood | 13 | 0.410000 | 3482.700000 | -273.300000 | -7.280000 | 3756.000001 |
| Ovzon | 52 | 0.190000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46112.930000 | -775.640000 | -2.30181% | 46888.564618 |
Updated:¶
'2023-01-27 15:58:50.781611'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
